Capsule CRM + WIIVO Integration

Connect Capsule CRM to WIIVO - Automate your workflows in 1-click

Make use of Capsule CRM automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage WIIVO automations to schedule posts, analyze performance, engage with your audience, and enhance your marketing strategy. Skip the manual back and forth! Easily automate the flow of data between Capsule CRM & WIIVO using Integrately.
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Capsule CRM + WIIVO Integration

Create WIIVO contact for new Capsule CRM person

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Capsule CRM - WIIVO integration, anytime a new Capsule CRM person is created, an WIIVO contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Capsule CRM + WIIVO Integration

Send WIIVO message for new Capsule CRM person

Anytime a new person is added to your Capsule CRM, automatically send them a message through WIIVO letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Capsule CRM - WIIVO integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Capsule CRM + WIIVO Integration

Send WIIVO message for new Capsule CRM task

With this Capsule CRM - WIIVO integration, whenever a new task is created in Capsule CRM, message will be sent via WIIVO. This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the message that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Capsule CRM + WIIVO Integration

Send WIIVO message for new Capsule CRM opportunity

Whenever a new opportunity is created in your Capsule CRM, you'll want to communicate with your team to make sure everyone is on the same page. Sending WIIVO message ensures that everyone knows about the new opportunity and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more opportunitys. In short, this Capsule CRM - WIIVO integration is essential for any business to stay organized and ensure that the team is always aware of new opportunitys.
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Capsule CRM + WIIVO Integration
1.
  • Capsule CRM
    Person is created in Capsule CRM

    Triggers the automation whenever a new person is created

    Instant
  • Capsule CRM
    Person is updated in Capsule CRM

    Triggers the automation whenever a person's profile is updated

    Instant
  • Capsule CRM
    Task is created in Capsule CRM

    Triggers the automation whenever a new task is created

    Instant
  • Capsule CRM
    Task is updated in Capsule CRM

    Triggers the automation whenever any task is updated

    Instant
  • Capsule CRM
    Opportunity is created in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Opportunity is updated in Capsule CRM

    Triggers the automation whenever any opportunity is updated

    Instant
  • Capsule CRM
    Case is created in Capsule CRM

    Triggers the automation whenever a case is created

    Instant
  • Capsule CRM
    Case is updated in Capsule CRM

    Triggers the automation whenever any case is updated

    Instant
  • Capsule CRM
    Organisation is created in Capsule CRM

    Triggers the automation whenever a new organization is created

    Instant
  • Capsule CRM
    Organisation is updated in Capsule CRM

    Triggers the automation whenever any organization's profile is modified

    Instant
  • WIIVO
    Message received from WhatsApp in WIIVO

    Triggers the automation whenever a message is received on WhatsApp

    Instant
  • WIIVO
    Message sent to WhatsApp in WIIVO

    Triggers the automation whenever a message is sent to a WhatsApp number

    Instant
  • WIIVO
    Message is read from WhatsApp in WIIVO

    Triggers the automation whenever a new message is read from WhatsApp

    Instant
2.
  • Capsule CRM
    Create person in Capsule CRM

    Automatically generates a new person

  • Capsule CRM
    Search person in Capsule CRM

    Automatically retrieves information about a person

  • Capsule CRM
    Create opportunity in Capsule CRM

    Automatically creates a new instance of the support system

  • Capsule CRM
    Search opportunity in Capsule CRM

    Automatically searches for a opportunity

  • Capsule CRM
    Create task in Capsule CRM

    Automatically creates a new task

  • Capsule CRM
    Add note to entity in Capsule CRM

    Automatically adds a note to a entity

  • Capsule CRM
    Create organisation in Capsule CRM

    Automatically generates a new invoice

  • Capsule CRM
    Search organisation in Capsule CRM

    Automatically finds and retrieves information about a organization

  • Capsule CRM
    Search person or organisation in Capsule CRM

    Automatically searches for a person or organisation

  • Capsule CRM
    Add tag to entity in Capsule CRM

    Automatically assigns a tag to a designated entity

  • Capsule CRM
    Create case in Capsule CRM

    Automatically generates a new case entry

  • Capsule CRM
    Search case in Capsule CRM

    Automatically searches for a case record

  • Capsule CRM
    Search milestone in Capsule CRM

    Automatically searches for a milestone

  • WIIVO
    Send WhatsApp group message in WIIVO

    Automatically sends a message to a WhatsApp group

  • WIIVO
    Send video via WhatsApp in WIIVO

    Automatically updates contact information in the internal chat system

  • WIIVO
    Send WhatsApp message in WIIVO

    Automatically sends a message via WhatsApp

  • WIIVO
    Search WhatsApp message in WIIVO
  • WIIVO
    Update WhatsApp message in WIIVO

    Automatically updates a message in a WhatsApp conversation

  • WIIVO
    Send image via WhatsApp in WIIVO

    Automatically sends an image file to a WhatsApp group

  • WIIVO
    Send documents/audio via WhatsApp in WIIVO

    Automatically sends documents and audio messages to contacts via WhatsApp

  • WIIVO
    Send scheduled WhatsApp message in WIIVO

    Automatically sends scheduled messages to a group on WhatsApp

  • WIIVO
    Send scheduled WhatsApp message to group in WIIVO

    Automatically sends video messages via WhatsApp

  • WIIVO
    Send location coordinates via WhatsApp in WIIVO

    Automatically share your location coordinates via WhatsApp

  • WIIVO
    Send location address via WhatsApp in WIIVO
  • WIIVO
    Create new internal contact (chat only) in WIIVO

    Automatically adds a new contact to the internal chat system

  • WIIVO
    Search contact in WIIVO

    Automatically searches and retrieve messages on WhatsApp

  • WIIVO
    Update internal contact (chat only) in WIIVO
  • WIIVO
    Create user in WIIVO

    Automatically generates a new user account

  • WIIVO
    Create WhatsApp group chat in WIIVO

    Automatically creates a new group chat on the WhatsApp platform

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You Can Also Connect Capsule CRM or WIIVO With 1200+ Other Apps

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Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.

See Capsule CRM Integrations
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WIIVO is a WhatsApp API & Multi-Agent Chat tool. It helps you chat with customers in real-time, manage multiple chats simultaneously, and send various media messages. Easily personalize your messaging needs as per your business requirements.

See WIIVO Integrations

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